Regulatory And Open-Source Pressures Will Squeeze Margins Yet Spark Recovery

AnalystLowTarget

Not Invested

Consensus Narrative from 32 Analysts

Published

05 Aug 25

AnalystLowTarget's Fair Value

US$19.00

1.4% undervalued

04 Sep

US$18.73

-14.0%

-0.7%

-14.0%

-0.7%

Edit anytime before Aug 5 10:24 PM. Then post Updates to your followers.

Author's Valuation

US$19.0

1.4% undervalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

US$19.0

1.4% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

15.62%

Software revenue growth rate

1.45%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.37%

Calculation

US$195.03m

Earnings '28

48.15x

PE Ratio '28

US$9.39b

Market Cap '28

US$9.39b

Market Cap '28

388.00m

No. shares '28

US$24.20

Share Price '28

US$24.20 Share Price '28

Discounted to 2025 @ 8.40% p.a.

US$19.00

Fair Value '25